Associate Financial Advisor

1 week ago

Houston TX United States Financial Synergies Wealth Advisors Full time

Company Description

Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and building long-term relationships with our clients based on trust and transparency. As an independent Registered Investment Advisor, we adhere to the highest fiduciary standard, always putting our clients' best interests first.


Role Description

This is a full-time on-site and hybrid role for an Associate Financial Advisor at Financial Synergies Wealth Advisors in Houston, TX. The Associate Financial Advisor will be responsible for financial planning, retirement planning, investment management, and providing financial advisory services to clients. The role involves collaborating with Certified Financial Planner™ professionals, client service team, and portfolio management to deliver Total Wealth Management solutions and support our clients' needs.


Qualifications

  • Financial Planning and Retirement Planning skills
  • Finance and Investments expertise
  • 1 -3 years of experience at a Financial Advisory firm, RIA, or broker/dealer
  • Client service minded
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills
  • Detail-oriented and organized mindset
  • Certifications such as Series 65 and/or CFP® a plus
  • Bachelor's degree in Finance, Economics, or related field


Compensation

Competitive, and commensurate with experience. We offer PTO, New Parent Leave, Company Holidays, 401k match, Health Plan, and more.


Culture

At Financial Synergies Wealth Advisors, we believe in building a culture where excellence, collaboration, and client-centered service thrive. Our team is driven by a shared passion for helping individuals and families achieve their financial goals through personalized, holistic wealth management.


If you’re passionate about financial planning, thrive in a collaborative setting, and are looking for a career that makes a real difference, Financial Synergies Wealth Advisors is the place for you Join us and be part of a team that values not just the work we do, but the people who make it possible.

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